The Who, What and Why of Our Company

“Financial wellness impacts every area of your life. I enjoy helping people have financial clarity, peace of mind and choices so they can focus on their family, friends, career, and everything else that brings them joy.”

— Eileen Spade —

I understand you are entrusting your financial wellness to someone and relying on them to help you achieve your short and long term goals. I think there are three important questions you should ask me or anyone that you entrust your financial well being.

Who do I work with?

I started my financial career at TIAA in New York City and worked in the Retirement Services Department for my career at TIAA. My clients are spread out throughout the state of New York, New Jersey, North Carolina and California. I work with a wide variety of clients, but my greatest expertise is with business owners and pre-retirees. My approach with each client is highly customized to their needs and goals, so no matter who I’m working with, I’m going to take the time to get to know them and understand where they are, where they want to be, and what dreams, fears and concerns they have for their future.

What do I specialize in?

I provide comprehensive financial solutions to address the areas of wealth accumulation, retirement planning, and business planning. The overall goal is guiding my clients to lifelong financial clarity and strength from the moment we start working together. Depending on the client and their needs and goals, that could entail a variety of services such as:

  • Income stream for life
  • 401k/IRA rollovers
  • Investments
  • Annuities
  • Insurance
  • Group benefits
  • And more.

In addition to my individual services, I also provide financial education to groups and organizations.

Why do I do what I do?

I’ve always been someone who cares deeply about people and wants to help them. As I mentioned, I started my career in the financial services industry working with people who administered retirement plans for young people and pre-retirees at colleges, universities, government and non-for-profit institutions. This experience has given me the insight and knowledge of what is important.

As a young adult female, I experienced first hand the need to be independently financially secure. I will say it again because it is important to say it again...

"Financial wellness impacts every other area of your life, and I enjoy helping people have financial clarity and peace of mind so they can focus on their family, friends, career, and everything else that brings them joy.”